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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$315M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
676
SageView Advisory Group
California
$1.38M
BSB
677
Bangor Savings Bank
Maine
$1.37M
NG
678
Novem Group
New York
$1.37M
DWA
679
Douglass Winthrop Advisors
New York
$1.36M
JIM
680
Jensen Investment Management
Oregon
$1.36M
IC
681
IEQ Capital
California
$1.35M
S
682
SignatureFD
Georgia
$1.35M
AWM
683
Arista Wealth Management
Nevada
$1.35M
EFM
684
E Fund Management
China
$1.35M
DP
685
Dearborn Partners
Illinois
$1.33M
HSA
686
HBK Sorce Advisory
Pennsylvania
$1.33M
EWM
687
Evercore Wealth Management
New York
$1.31M
DAS
688
Diversify Advisory Services
Utah
$1.3M
MWM
689
MOKAN Wealth Management
Kansas
$1.3M
DWP
690
Daymark Wealth Partners
Ohio
$1.29M
PA
691
Parallel Advisors
California
$1.29M
GI
692
GAMMA Investing
California
$1.28M
HCM
693
Howard Capital Management
Georgia
$1.28M
Empower Advisory Group
694
Empower Advisory Group
Colorado
$1.28M
AG
695
Advocate Group
Minnesota
$1.27M
KRSITF
696
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.27M
ECM
697
Evergreen Capital Management
Washington
$1.27M
MPIA
698
Milestones Private Investment Advisors
New York
$1.27M
OKSA
699
O'Keefe Stevens Advisory
New York
$1.27M
ECAM
700
East Coast Asset Management
Massachusetts
$1.27M